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James J. Capoferri

James J. Capoferri

Investment Advisor Representative

Jim Capoferri is an Investment Advisor Representative with Michigan Financial Companies, a financial services firm focusing on estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly- and privately-held companies.

As an Investment Advisor Representative he is uniquely qualified to address the diverse needs of high net-worth individuals. He provides recommendations for asset allocation, funding for education, retirement and long-term care insurance. He works closely with business owners, executive teams and their advisors to realize their financial goals.

Education

  • Henry Ford Community College
  • Tool Making Apprenticeship
  • Troy Athens High School

Professional Registrations

  • Life, Accident & Health
  • Series 6
  • Series 63

Personal Data

Jim resides in Shelby Township with his wife, Dawn.